Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES LLC | 04-05-2024 | 03-31-2024 | 109 | 232,404,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 101 | $589,644 | 5,765 | 0.00 | 0.00 | -1,698 | -22.75 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | 102 | $585,087 | 28,822 | 0.00 | 0.00 | 96 | 0.33 | 03-31-2024 |
| ALLEGRO MICROSYSTEMS INC | COM | Liquidated | $582,875 | 21,620 | 0.00 | 0.00 | 21,620 | +Inf | 03-31-2024 |
| CISCO SYS INC | COM | 104 | $570,771 | 11,436 | 0.00 | 0.00 | -5,935 | -34.17 | 03-31-2024 |
